IVV vs XSW

AIVV

BXSW

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · VTI $16,332

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common4.9%IVV and XSW

IVV

XSW

iShares Core S&P 500 ETF · $850BState Street SPDR S&P Software & Services ETF · $507M

+22.1%3 years · per year$18,221 · $17,060+19.5%

+11.4%5 years · per year$17,151 · $11,355+2.6%

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

1.14%12-mo yield$114 · $0 on $10k0.00%

−8.9%Worst dropSmaller wins−30.6%

13.6%VolatilityLower wins31.2%

6–0IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · XSW

6.2%MSFT0.8%

0.6%PLTR0.7%

0.4%PANW0.7%

0.4%CRWD0.8%

Held in common4.9%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	BXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	−3.4%	+8.9%	+6.9%	+19.5%	+2.6%	−30.6%	$507M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	BXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	−3.4%	+8.9%	+6.9%	+19.5%	+2.6%	−30.6%	$507M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs XSW

IVV

iShares Core S&P 500

$17,152

XSW

SPDR S&P Software & Services

$11,355

MeasureIVVXSW

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.14%0.00%

5 years, per year+11.4%+2.6%

3 years, per year+22.1%+19.5%

Worst drop · 1Y−8.9%−30.6%

Volatility · 1Y13.6%31.2%

6–0measures won
IVV first

4.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: IVV, XSW, VTI

Today

86.5%most shared, IVV and VTI

IVVXSWVTI

IVV—4.9%86.5%

XSW4.9%—5.3%

VTI86.5%5.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$110 − $3 = $107

XSW$0 − $35 = −$35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee